Danone : 2 Md€ sur 2020-2022 : le coût du droit à opérer
>Alléger maintenu avec un OC ajusté à 65 € - Nous restons en Alléger et abaissons notre OC à 65 € après révision en baisse de nos prévisions sur 202-2025. Après analyse détaillée des résultats et surtout du plan pour le climat qui a été annoncé, nous estimons que le titre devrait continuer de sous-performer. La performance des 5 dernières séances (en ligne avec sx3p) laisse penser que le marché : 1/ a considéré ce plan « pour accélérer l’action des marques pour le cl...Danone is engaged in activities in the global food and beverages industry. Co. operates in four markets: Fresh Dairy Products (Co. produces and sells yogurts, fermented dairy products and other fresh dairy products); Waters (Co. produces and sells natural waters as well as flavored and vitamin-enriched waters products); Early Life Nutrition (Co. produces baby formula, milk-and fruit-based desserts, cereals, small pots of baby food and ready-made baby food); and Medical Nutrition (Co. develops adult and pediatric clinical nutrition products to be taken orally, or through a catheter in the event of malnutrition related to illness or other causes).
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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